GlobalFoundries: Repositioning Toward Long-Cycle Growth In An Era Of Semiconductor Reshoring

Company Overview - GlobalFoundries operates in the semiconductor space as a pure-play foundry, meaning it does not engage in designing its own chips, unlike integrated chip companies [1] Business Model - The company's business model focuses solely on semiconductor manufacturing without any design involvement, positioning it uniquely in the semiconductor industry [1] Investment Focus - The company is geared towards long-term and medium-term value investments, emphasizing firms with strong fundamentals and a sector-agnostic approach [1]